Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services in Milwaukee
Ritz Holman has served Southeast Wisconsin for over 65 years, providing tailored accounting, tax, and audit services to individuals, businesses, trusts, and nonprofits. Founded in 1957, our firm combines deep industry expertise with a commitment to community and client-centric values. Our team of six partners, two principals, and 40 professionals delivers proactive financial insights, emphasizing transparency, responsiveness, and ethical standards. Recognized as a top 25 firm by the Milwaukee Business Journal, we prioritize peer-reviewed quality, diversity, and innovation in every service. Our mission extends beyond accountingwe actively support local nonprofits through volunteerism and charitable initiatives.With specialized knowledge in sectors like real estate, healthcare, and manufacturing, we empower clients to navigate complex financial landscapes confidently. Our accolades, including the 2018 UPAF Accounting Firms Challenge Award, reflect our dedication to excellence. By fostering long-term relationships and leveraging technology, we ensure clients receive actionable strategies that align with their goals. As a member of the AICPA and WICPA, we uphold rigorous professional standards while maintaining a down-to-earth approach that clients trust.
Services
Tax Preparation
Audit Services
Outsourcing
Employee Benefit Plans
BOI Reporting
Details
- Year established: 1957
Highlights and features
- We offer over 65 years of experience in accounting and tax services.
- Our team includes six partners and two principals with industry-specific expertise.
- We specialize in serving nonprofits, with experience supporting 300+ organizations.
- Our peer-reviewed quality control system ensures compliance with professional standards.
- We prioritize community involvement, contributing nearly 1,000 volunteer hours annually.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- AICPA's Government Audit Quality Center
- Employee Benefit Plan Audit Quality Center (EBPAQC)
- Wisconsin Institute of Certified Public Accountants (WICPA)
What people say
Most responsive service provider
Community-minded firm
Exceptional service and counsel
Never missed a deadline
Trusted partner for a decade
Services
Tax Preparation
Our Tax Preparation service offers comprehensive income tax planning and filing solutions for individuals and businesses. We provide proactive strategies to minimize liabilities while ensuring compliance with evolving regulations. Clients benefit from year-round support, payroll tax reporting, and personalized consultations to address complex tax scenarios. Our CPAs leverage deep industry knowledge to deliver precise, actionable advice tailored to each client's unique needs.
Audit Services
Audit Services specialize in financial statement assurance for businesses and nonprofits. We conduct audits, reviews, and compilations to verify accuracy and compliance with accounting standards. Our team provides specialized expertise in HUD, WHEDA, and LIHTC audits, ensuring clients meet regulatory requirements. By combining technical proficiency with clear communication, we help organizations maintain financial transparency and stakeholder confidence.
Outsourcing
Outsourcing services include bookkeeping, payroll management, and financial reporting tailored to business needs. Our professionals handle day-to-day transactions, monthly reconciliations, and year-end tax preparation while offering budget analysis and cash flow insights. Secure document retention and collaboration tools ensure seamless integration with client operations, allowing businesses to focus on growth while we manage financial processes.
Employee Benefit Plans
Employee Benefit Plans service focuses on 401(k) and 403(b) audit compliance for plans with 100+ participants. We navigate ERISA and IRS regulations to ensure fiduciary compliance while collaborating with third-party administrators. As members of the AICPA Employee Benefit Plan Audit Quality Center, we deliver audits that balance regulatory requirements with practical solutions for plan sponsors.
BOI Reporting
BOI Reporting assists businesses with compliance under FinCEN's 2024 beneficial ownership disclosure requirements. We guide clients through initial and updated filings, ensuring adherence to deadlines and regulatory changes. Our team provides resources and direct support to simplify the reporting process, helping entities avoid penalties while maintaining transparency in corporate ownership structures.
People
Diana Luttmann
Partner
Diana Luttmann, CPA, is a Partner at Ritz Holman with extensive experience in accounting and client relations. She actively contributes to the firm's mission of providing exceptional service while supporting community initiatives.
Darci Middaugh
Partner
Darci Middaugh, CPA, serves as a Partner, focusing on delivering tailored accounting solutions to clients. Her expertise and commitment to quality have strengthened the firm's reputation for excellence in financial services.
Matthew Rios
Partner
Matthew Rios, CPA, is a Partner dedicated to providing strategic accounting and tax guidance. His leadership supports the firm's goal of fostering client trust through reliable, proactive financial advice.
Katy Sommer
Partner
Katy Sommer, CPA, contributes as a Partner with a focus on client-centric accounting practices. Her work emphasizes the firm's values of integrity, expertise, and community engagement.
Brian Wilson
Partner
Brian Wilson, CPA, serves as a Partner, leveraging his expertise to support business clients with tax and accounting needs. His approach aligns with the firm's commitment to personalized, high-quality service.
Questions
What accounting services does RitzHolman CPAs offer for businesses?
We provide tax preparation, audit services, outsourced accounting, employee benefit plan audits, and BOI reporting tailored to businesses in Southeastern Wisconsin.
How does RitzHolman CPAs support nonprofit organizations?
We offer audit, accounting, and tax services to over 300 nonprofits, combining sector-specific expertise with a commitment to community-driven values.
What is BOI reporting and how can RitzHolman assist?
BOI reporting requires disclosing beneficial ownership information to FinCEN. We guide clients through compliance, ensuring accurate filings by the January 1, 2025, deadline.
Does RitzHolman CPAs offer outsourced accounting solutions?
Yes, our outsourced accounting services include bookkeeping, payroll management, financial reporting, and budget analysis to streamline business operations.
How does RitzHolman CPAs ensure audit quality?
We maintain peer-reviewed quality control systems and participate in the AICPA's Employee Benefit Plan Audit Quality Center to uphold rigorous standards.
What community initiatives does RitzHolman CPAs support?
We contribute nearly 1,000 volunteer hours annually, supporting causes like the Hunger Task Force, United Way, and local nonprofit events.
